Embedded Files
August 2025
August 2025
July 2025
July 2025
June 2025
June 2025
03/06/2025: TAP Tip: Qualifying prospects separating interest from commitment
17/06/2025: 2 weeks to go, be in to WIN a $1000 travel voucher with Blanket Insurance!
23/06/2025: Reminder- register for ‘Championing Women in Advice
May 2025
May 2025
08/05/2025: More time, more chances to WIN with Blanket Insurance!
19/05/2025: Action Required: Renew Your PI Cover for 2025/2026
22/05/2025: TAP PI Group Scheme is up for renewal - interested?
30/05/2025: TAP Tip: Understanding incentive regulations under COFI
April 2025
April 2025
08/04/2025: TAP Tip: How to offer more to your clients via F&G referrals
10/04/2025: Celebrating Naomi Ballantyne’s award and her impact on TAP members
22/04/2025: TAP Tip: ASB adviser update & introduction to Jon Sadler
March 2025
March 2025
04/03/2025: TAP Knowledge Exchange webinars are back for 2025!
19/03/2024: TAP Tip: Uncovering client needs: The power of active listening and the pain funnel
24/03/2025: Reminder: Secure your spot for Lend & Learn 2025
February 2025
February 2025
January 2025
January 2025
30/01/2025: Introducing Helpdesk: Your new TAP CRM support tool
31/01/2025: Announcement - CRM Updates: KOAT V2, Mortgages & AI PDF Reader
December 2024
December 2024
09/12/2024: Plan ahead for the holidays! TAP's holiday closedown details
20/12/2024: Announcement - Introducing Custom Dashboards to myTAPapp
November 2024
November 2024
12/11/2024: TAP Tip: Introducing Equiti: Transform Your Clients’ New-Build Property Experience
25/11/2024: Introducing Insider Insights – Featuring Naomi Ballantyne on Successful Succession
26/11/2024: TAP Tip: Driving growth & efficiency: Mastering CRM and compliance
October 2024
October 2024
07/10/2024: Introducing Bizcap: TAP's latest referral partner for SME loans
09/10/2024: TAP Tip: Unlock the Secrets to Better Client Conversations with Sandler Methodology
16/10/2024: TAP Tip: Discover How Innovative Lending Transforms Client Relationships
22/10/2024: Key updates on FANZ and recent government decisions impacting mortgage advisers
29/10/2024: TAP Tip: Unlocking New Horizons: Discover the Latest CRM Innovations!
30/10/2024: Introducing GEM by Latitude – TAP's lending partner for consumer personal loans!
September 2024
September 2024
09/09/2024: Personal update for Geoff Bawden and support during his absence
17/09/2024: TAP Tip: Discover how Loan Options Ai can benefit your clients and grow your business
18/09/2024: Don’t forget to refer and enjoy 3 months of free TAP CRM access!
26/09/2024: Don’t miss out - What you can look forward to at TAP Conference!
26/09/2024: TAP Mortgage Product & Provider Update
27/09/2024: Encouraging mortgage advisers to join us for TAP Conference 2024
August 2024
August 2024
01/08/2024: Important: Microsoft server issue affecting TAP CRM access
01/08/2024: Refer an adviser and you'll both enjoy TAP CRM free for 3 months!
26/08/2024: Don’t miss out - Exciting updates about TAP Conference 2024!
27/08/2024: Important update: Bluestone Home Loans exiting New Zealand market
28/08/2024: TAP Tip: Unlock Next-Level Efficiency: See What’s New & Transform Your Workflow
July 2024
July 2024
09/07/2024: TAP Tip: Boost Your Business: Unlock Success with Our Game-Changing System
23/07/2024: TAP Tip: Discover How to Master the Art of Supporting Vulnerable Clients
June 2024
June 2024
12/07/2024: Naomi Ballantyne joins The Adviser Platform board
24/06/2024: Important update: Resimac NZ shutting new business operations
25/06/2024: TAP Tip: 5 Ways to Boost Your Business with Blanket’s Game-Changing Services
May 2024
May 2024
10/05/2024: Exciting Announcement: Upgrade to the Referral Feature in the CRM!
14/05/2024: TAP Tip: Boost Referrals, Serve Clients, and Diversify with KiwiSaver
April 2024
April 2024
08/04/2024: Mark your calendar for next quarters TAP Knowledge Exchange webinars!
30/04/2024: TAP Tip: Unveiling New Features in Quotemonster: Business Risk and Market Insights
March 2024
March 2024
February 2024
February 2024
08/02/2024: Manage your professional development with the TAP Knowledge Exchange!
20/02/2024: TAP Tip: Manage your team and business better with the latest CRM updates
January 2024
January 2024
December 2023
December 2023
November 2023
November 2023
15/11/2023: TAP Talks Mortgages: non-bank lending key insights
17/11/2023: *New Feature* Professional Development Tracking in the CRM
18/11/2023: TAP Tip: Be a power user of the Quotemonster platform
October 2023
October 2023
04/10/2023: More masterclasses added + this week's TAP Knowledge Exchanges
10/10/2023: TAP Tip: What to expect when you are expecting an audit - Part Two
26/10/2023: TAP Product & Provider Update
7/11/23: TAP Talks Mortgages: Webinar Series - Non-Bank Lending
September 2023
September 2023
28/09/2023: TAP Tip: Accounting - Common Pitfalls For An Adviser Business
18/09/2023: What you can look forward to at TAP Conference '23!
12/09/2023: TAP Tip: The basics of a strong complaint-handling process.
August 2023
August 2023
01/08/2023: TAP Tip: TAP into Success with FMA Preparation Tips!
29/08/2023: TAP Tip: What to expect when you are expecting an audit - Part One
July 2023
July 2023
04/07/2023: TAP Tip: Learn how to streamline client reviews with the LOAT Tool
11/07/2023: Secured your spot for the TAP Knowledge Exchange?
June 2023
June 2023
20/06/2023: TAP Tip: Learn about Blanket's F&G referral service
27/06/2023: The start of the first regulatory report period!
29/06/2023: Secured your spot for the TAP Knowledge Exchange?
04/07/2023: TAP Tip: Learn how to streamline client reviews with the LOAT Tool
May 2023
May 2023
11/05/2023: Join us for 'TAP Knowledge Exchange'- fortnightly bite-sized masterclasses
16/05/2023: TAP Tip: Using the L&R Commission Tracker Widget
April 2023
April 2023
March 2023
March 2023
14/03/2023: TAP Tip: Don't forget the Provide Feedback button!
31/03/2023: TAP expands mortgage offering with the acquisition of Q Group
February 2023
February 2023
21/02/2023: TAP Tip: Welcome to our Fire & General Policy tour!
22/02/2023: Do you need a Disclosure Document template? TAP can help!
January 2023
January 2023
December 2022
December 2022
November 2022
November 2022
08/11/2022: Don't forget to attend the LOAT training today!
28/11/2022: Thanks for stopping by the TAP Conference last week!
October 2022
October 2022
September 2022
September 2022
August 2022
August 2022
July 2022
July 2022
June 2022
June 2022
May 2022
May 2022
April 2022
April 2022
March 2022
March 2022
February 2022
February 2022
January 2022
January 2022
18/01/2022: You're Invited: TAP x AIA Licensing & Wellbeing Roadshow
26/01/2022: UPDATE: TAP x AIA Licensing & Wellbeing Roadshow
December 2021
December 2021
November 2021
November 2021
October 2021
October 2021
September 2021
September 2021
August 2021
August 2021
July 2021
July 2021
June 2021
June 2021
May 2021
May 2021
April 2021
April 2021
March 2021
March 2021
03/03/2021: Limited spaces for file reviews - book yours now!
17/03/2021: Discount for TAP members for Level 5 Certificate
23/03/2021: One week into transitional licensing - how are you doing?
February 2021
February 2021
January 2021
January 2021
December 2020
December 2020
November 2020
November 2020
October 2020
October 2020
June 2020
June 2020
05/06/2020: TAP Group Health Scheme - are you interested?
12/06/2020: Introducing TAP's Professional Indemnity Scheme
18/06/2020: Reminder: Have you signed up for TAP's Professional Indemnity Scheme yet?
25/06/2020: Meet AIA's Chiefnderwriter: TAP Weekly Webinar Series
26/06/2020: Help us to help you - introducing TAP's referral package!
30/06/2020: What's coming up in the TAP Weekly Webinar Series?
January 2020
January 2020
November 2019
November 2019
May 2019
May 2019
6/05/2019: TAP & XE Money Transfer Partnership
27/05/2019: TAP CRM Update & Outage - 28th of May
Amended Video Link: TAP CRM Update May 2019 Dashboard & Updated Terminology
Amended Video Link: TAP CRM Update May 2019 Leads & New Features
Amended Video Link: TAP CRM Update May 2019 Professional Contacts
Amended Video Link: TAP CRM Update May 2019 Client
March 2019
March 2019
February 2019
February 2019
25/02/2019: TAP CRM Update & Outage - 26 February
Amended Video Link: TAP CRM Update - February 2019
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